| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CENTALINE SECURITIES LIMITED | Rep | Dealing in securities | 2025-04-14 | - |
| Rep | Advising on securities | 2025-04-14 | 2026-07-14 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Dealing in securities | 2025-04-14 | - |
| Rep | Advising on securities | 2025-04-14 | 2026-07-14 | |
| KGI ASIA LIMITED | Rep | Advising on securities | 2023-07-03 | 2025-03-21 |
| Rep | Dealing in securities | 2023-05-25 | 2025-03-21 | |
| Superactive Financial Group Company Limited | Rep | Advising on securities | 2021-03-17 | 2023-05-12 |
| Rep | Asset management | 2021-03-17 | 2023-05-12 | |
| WORL-D ASSET MANAGEMENT (HONG KONG) LIMITED | Rep | Advising on securities | 2016-05-09 | 2020-10-30 |
| Rep | Asset management | 2016-05-09 | 2020-10-30 | |
| CENTALINE WEALTH MANAGEMENT LIMITED | Rep | Asset management | 2008-04-29 | 2010-02-05 |
| Rep | Advising on securities | 2004-07-07 | 2010-02-05 |